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Sizing a Valve Using Fisher

Specification Manager

A Basic Approach

1. Create a 2. Create a
New Project New Tag

All the real sizing work is done in and with the Tags.
A New Tag should be created for each Valve Sized.
1. Click on Installation

Note: The Project and Tag Name can be changed by right

clicking on them and selecting Rename.

Note: A completed Spec Sheet (ISA Sheet) will be the

result of the sizing sequence.

This tutorial is meant to be a basic guide, not an

exhaustive source of information. Please refer to the rest of
the Help System for detailed explanations of program features.
2. Select a Pipe Size
1. Select a Style
and Rating * 3. Select a Schedule
OR a Thickness

* For best
sizing results,
fill fields
from drop

** Not all
is required for
Blue D/F or D
indicates fields
4. Fill in Remaining
required for
Spaces **
either sizing
or dimensional 5. Click on
drawings. Rest Valve Sizing
is for spec
1. Select your
fluid type *

* This example
will be based on
water for
simplicity’s sake.

** Units can be
changed with
drop downs and
Kc can be 2. Fill in at least
looked up. the Min Condition
completely. **
Note: A number
is not considered
entered in the
until the cursor
moves to
another cell
1. Select one cell
in Min condition
2. Right Click on
3. Select Copy
If you have
Multiple conditions…
1. Select one cell
in the desired condition 2. Right Click on
column Cell 3. Select Paste
Condition *
* You can also
select Paste
Condition To
All and the
columns will
be filled with
the copied one.
1. Make adjustments
to each condition * 2. Delete unnecessary
*Here, just the conditions by selecting
flow rate is a cell in that column 3. Click on Delete
changed Condition
between 4. Click Calculate

Note: Condition
names can be
changed by
clicking on them
and typing over.
2. Click Valve

1. The calculated
results appear in
yellow cells. *

* If all the
values are not
calculated, check
Warnings to see
what needs to
be fixed.
appear and alert
the user to
Other messages
may appear in
this section to
provide further
insight about
your conditions.
1. Select a Product
Series *

*A user can
view the
product bulletin
in PDF or
HTML form
to help decide
on a product
Note: Products
displayed have
been filtered
using information
provided to help
reduce selection
list. Unselecting
the filters gives
more options,
but may result in
incorrect sizing.
1. Select a Valve type *

* Clicking on the
3. Click on Graph
attribute name
selects the valve.
In this case, a
CL900 Linear
has been 2. Select a Valve
chosen. Size by clicking on a
row **
** A rule of thumb
is to only pick
Valve Sizes that
are less than or
equal to the line
size, but not
greater than
½ the line size.
In this case, we
have decided to
look at a 2”
valve (which is
½ our line size).
1. Locate each condition’s

* These values
are between
our desired
range of travel.

2. Check to see if all the

points fall within your desired range
of travel. *

3. If values out of range, go back

and try a different valve type or size.

4. If in range,
click Close and continue.
1. Click on Valve

Note: Very basic

valve attribute
info is available.

Note: More
detailed info can
be compared In
the spreadsheet
by clicking in the
Show section.
1. Ignore fields to the
* These fields right of locked fields*
are only for
overriding the
values to the left
and are used to
customize a

** Standard
reduces the list
of materials 2. Click Standard for
to those Body Material **
most commonly
used for
your valve,
rather than
an exhaustive
list of all Fisher’s
(presented in
drop downs)
which may not be
a proper fit for
your needs.
1. Select a body material
from the reduced list *
* In this case,
we selected
WCC Steel.

2. Click Ok
1. Click Standard for the
Type of Bonnet
1. Select a bonnet type
from the reduced list *

* In this case,
we selected
Plain, as it is
very common
and a style
that can be
illustrated in
Specification 2. Click Ok
1. Click Standard for the
Packing Material
1. Use the drop downs
to select what type of packing
material you want *

* These drop
downs are list
reducing and
should be
completed from
left to right. In
this example,
we have
selected Single

2. If you want to start

over, click Reset. 3. Click Ok
1. Click Fisher Trim
Tables for Plug/Ball/Disk

Note: Packing
Type is filled in
when Packing
Material is filled
in using
1. Determine which Trim 2. Click on the attribute
attribute is most important header to sort the information
to your selection. by that attribute. 3. Select a trim *

3. Click Ok

* We have
selected 205A
Note: Seat
Material and
Material is filled
in when
is filled in using
1. Click Standard for
Fisher Trim
Stem Material

Note: Notes
are optional.
They appear on
the ISA sheet.
1. Select a Stem

* We have
S31600 (316 SST)

2. Click Ok
1. Click
Actuator Selection
1. Fill out Actuator
information (empty
2. Click on

Note: Actuator
Sizing is
available, but not
required. (See
explanation in
blue) See the
tutorial “Sizing
an Actuator” for
more help.
1. Fill out Positioner
section *
5. Click Additional

* The following
sections are
optional. They
simply go on the 2. Fill out I/P
spec sheet and Transducers Sec.
are not relevant
to valve sizing.
3. Fill out Air Set
Note: The Regulator Sec.
Favorites section
allows a user
to save
that they like
or use often. It 4. Check which
is not necessary. accessories you want.
1. Fill out Solenoid
Valve section *
3. Click on ISA

* Again, these
sections are

Note: Titles in
parentheses are
2. Fill out Limit
referring to the
Switch section
fields below
1. Fill in any
additional information *

* Much of this
section is left
unfilled by the
program. Click
on a cell and
type to fill it in.
Also, customer
information can
be entered here
via the Profile
- User section.

** At this point,
it is nice to add
notes for
clarification or
added info. See 2. Scroll down and
the How Do I..? double check information
section of Help pertaining to the valve. **
to learn about
adding notes
A valve has been
sized, and a spec sheet
You can now print your
Project… has been created.

save it…

add a another tag…

You’re Done!

or start a new project!

Use the “Back” button to return to the Help System


Continue clicking to repeat the tutorial